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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,888 | $114,119+35.7% | $107,187+44.5% | $138,895+11.5% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 79.9%+10.1pp |
| Annual return | 18.61% | 273.21%-254.6pp | 204.55%-185.9pp | 145.39%-126.8pp |
| Employer contribution / active EE | $2,096 | $4,059-48.4% | $3,782-44.6% | $4,194-50.0% |
| Participant deferral / active EE | $6,827 | $5,538+23.3% | $5,096+34.0% | $6,396+6.7% |
| Admin fee / account holder | $1,400 | $10,024-86.0% | $9,162-84.7% | $12,562-88.9% |